Creative Planning
Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $175,271,678,869 in 234,298 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management175,272MILLION
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Joseph Fazekas (CRD# 2545817) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 29 years of experience in the finance industry.
Andrew Ferrette (CRD# 5622291) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
Paolo Ferretti (CRD# 5844860) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Samantha Fitzgerald (CRD# 6034845) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
Chad Fletcher (CRD# 4031971) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 24 years of experience in the finance industry.
Ryan Folster (CRD# 4189549) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry.
Tyler Fortney (CRD# 6330430) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Daniel Foster (CRD# 4522188) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 24 years of experience in the finance industry.
Richard Foytek (CRD# 5304897) is an Investment Advisor Representative working at Creative Planning in South Lyon, MI and has over 16 years of experience in the finance industry.
Carolyn Frager (CRD# 6013063) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.